Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,283 | $166,242-21.0% | $165,071-20.5% | $145,884-10.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.52% | 100.44%-81.9pp | 70.17%-51.7pp | 551.85%-533.3pp |
| Employer contribution / active EE | $10,850 | $5,283+105.4% | $4,347+149.6% | $4,662+132.7% |
| Participant deferral / active EE | $18,895 | $6,964+171.3% | $6,035+213.1% | $6,690+182.4% |
| Admin fee / account holder | $57 | $16,658-99.7% | $12,695-99.6% | $13,392-99.6% |